Inherited IRAs: A charitable solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
Two reasons to celebrate charitable giving (and three steps to engage your clients)
There’s a lot to celebrate about charitable giving in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning and charitable giving is part of your client conversations every single month, week, and day of the year....
Grantee Spotlight: Grants to Rebirth Homes assists survivors of human trafficking
A recent Inland Empire Community Foundation (IECF) grant will greatly support one nonprofit’s long-term residential program for survivors of human trafficking. Rebirth Homes recently received a grant via the Seraphim Fund, which aids women and children, to assist...
Grantee Spotlight: Grant fine tunes Palm Springs Friends of Philharmonic’s efforts
Renowned Boston Philharmonic Orchestra conductor Benjamin Zander once said, “The conductor of an orchestra doesn't make a sound. The conductor's job is to awaken possibility in other people.” Palm Springs Friends of Philharmonic Executive Director Lee Mills is all...
Champions of IECF: Frank and Marcia Campbell
“Champions” of The Community Foundation in 2018 are husband and wife, Frank Campbell, CLU, CLS and Marcia Campbell, CPA. Together, the Campbells were essential in the establishment of a donor-advised fund by one of their joint clients. “I was introduced to IECF early...
J. Sergio Bohon: From Financial Advisor to Philanthropy Champion
When professional advisors, such as an estate planning attorney, financial advisor or CPA, partners with IECF, they are helping to grow the region’s long-term assets and philanthropic impact. Specifically, professional advisors play a vital role in referring or...
Kathleen Albrektson: Connecting Clients to Lasting Impact
Professional Advisors play a critical role in the success of IECF. In order to receive the distinction of a Champion, a Professional Advisor must either establish an endowment or a fund in their own name or in the name of their family, or refer a client who then...
Michael J. Cosgrove: Champion of Giving at IECF
Professional Advisors play a critical role in the success of IECF. In order to receive the distinction of a Champion, a Professional Advisor must either establish an endowment or a fund in their own name or in the name of their family, or refer a client who then...
William M. Nassar: Guiding Clients Toward Meaningful Philanthropy
Professional Advisors play a critical role in the success of IECF. In the case of one Professional Advisor out of many, IECF has received a significant number of gifts from clients that William M. Nassar serves. William Nassar worked in the private sector from...
Professional Advisor Champions of IECF: Tami Sipos
Professional Advisors play a critical role in the success of IECF. And in the case of one Professional Advisor, IECF played a critical role in igniting a successful career. In 1989, as Tami Watson was receiving her A.A. Degree from Riverside Community College, IECF...
